Finance automations
See where the money went this month
Groups your QuickBooks bills by vendor once a month and emails you a short read on where spend concentrated.
Add this automation
Free, and no card. It runs for real, five times.
What it does on a run
- 1Get every bill on the account
- 2Work out where the spend concentrated
- 3Email me the read
When it runs
Every month on the 1st. You can change the schedule in plain words after you start it.
What it needs
QuickBooksGmailConnected once, then reused by every automation that needs them.
Where it stops
It halts before the irreversible part and shows you what it is about to do. You see the message, the recipient and the data it read, and nothing is sent until you say so. Once you trust it, you can tell it to stop asking.
Free, and no card. It runs for real, five times.
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